Welcome. We are glad you found us. At Monument Investment Advisors, a Grand Junction-based financial advisor firm, we are dedicated to helping you achieve your financial well-being. As an independent, fee-only registered investment advisor, we serve you, our Western Colorado clients, with pride, integrity, and professionalism by offering customized and impartial financial advice that suits your needs.
Our Independence
We are an independent financial advisement firm that works without any external pressure or outside influence. Not being obligated to any specific financial product or institution allows us to concentrate on what is best for you. We value your unique circumstances and understand you need a personalized plan and a proactive approach. We are committed to providing you with unbiased advice that will match your personal needs and assist in achieving your financial objectives.
Local Roots, Global Expertise
We get you. We understand the unique financial landscape you must navigate as a Western Colorado resident. Being a Grand Junction-based firm, we appreciate the specific financial challenges and opportunities you face. Our team blends this local knowledge with global experience and expertise, keeping up with the latest market developments and financial solutions to help you achieve a stable financial future.
Fiduciary Approach
We realize that fiduciary is not a word you probably hear used often. But it means your interests are our primary concern. That’s why we prioritize your financial well-being in every decision. We uphold the highest standards of trust and integrity. We practice transparency, avoid conflicts of interest, and deliver customized solutions that suit your needs and goals. You receive a custom plan for your unique situation. And we pledge our steadfast commitment to ensuring your prosperity and security as we partner with you to work that plan.
Fee-Only
Looking for a transparent and trustworthy investment advisor? Monument Investment Advisors is the right choice for you. We are a fee-only firm, Western Colorado firm based in Grand Junction. We don’t receive any commissions or incentives from third parties. Our only source of income is our clients, so you can rest assured that we always put your interests first. Whether you need financial planning, retirement planning, or investment management, we are here to help you achieve your goals.
Our Mission
Monument Investment Advisors: Your Partner for Financial Success. Do you want to make smart financial choices that will secure your future? Do you need guidance from a reliable, experienced advisor who cares about your goals and understands the Western Colorado mindset? At Monument Investment Advisors, we are more than just a financial firm. We are your partner for every stage of your life. Whether you need help with saving, investing, retiring, or anything in between, we have the expertise and passion to empower you to succeed. And we are with you – every step of the way.
Our Guiding Values
Knowledge
Use our range of skills, education, and industry experience to provide you with informed financial direction.
Support
Be your advocate, celebrate your wins, and help you stay on track to pursue your goals in a tax-efficient manner.
Integrity
Our role as your financial professional is one we don't take lightly. We strive to meet every interaction with care and professionalism.
Ready to see how a customized financial plan can help bring you closer to your goals?
Schedule a meeting to get started.
Investment advisory services offered through Mutual Advisors, LLC DBA Monument Investment Advisors, an SEC registered investment adviser.
